Ken Fisher's ESGU Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 64,963 shares of iShares ESG Aware MSCI USA ETF (ESGU) worth $9.19 M, representing 0.00% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in ESGU, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 17,656 shares. Largest reduction occurred in Q1 2025, reducing 13,809 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares ESG Aware MSCI USA ETF (ESGU) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares ESG Aware MSCI USA ETF (ESGU) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +560 | Add 0.87% | 64,963 | $141.42 |
| Q4 2025 | -7,443 | Reduce 10.36% | 64,403 | $148.98 |
| Q3 2025 | +3,743 | Add 5.50% | 71,846 | $145.60 |
| Q2 2025 | -9,881 | Reduce 12.67% | 68,103 | $135.30 |
| Q1 2025 | -13,809 | Reduce 15.04% | 77,984 | $121.91 |
| Q4 2024 | -3,674 | Reduce 3.85% | 91,793 | $128.82 |
| Q3 2024 | -948 | Reduce 0.98% | 95,467 | $126.18 |
| Q2 2024 | +10,489 | Add 12.21% | 96,415 | $119.32 |
| Q1 2024 | +548 | Add 0.64% | 85,926 | $114.96 |
| Q4 2023 | +1,934 | Add 2.32% | 85,378 | $104.92 |
| Q3 2023 | +17,656 | Add 26.84% | 83,444 | $93.91 |
| Q2 2023 | +5,652 | Add 9.40% | 65,788 | $97.46 |
| Q1 2023 | +3,771 | Add 6.69% | 60,136 | $90.45 |
| Q4 2022 | +9,185 | Add 19.47% | 56,365 | $84.75 |
| Q3 2022 | +8,778 | Add 22.86% | 47,180 | $79.42 |
| Q2 2022 | +4,150 | Add 12.12% | 38,402 | $83.90 |
| Q1 2022 | +4,853 | Add 16.51% | 34,252 | $101.37 |
| Q4 2021 | +5,383 | Add 22.41% | 29,399 | $107.89 |
| Q3 2021 | +3,796 | Add 18.77% | 24,016 | $98.48 |
| Q2 2021 | -788 | Reduce 3.75% | 20,220 | $98.47 |
| Q1 2021 | +7,968 | Add 61.10% | 21,008 | $90.87 |
| Q4 2020 | +4,426 | Add 51.38% | 13,040 | $86.04 |
| Q3 2020 | +3,413 | Add 65.62% | 8,614 | $76.16 |
| Q2 2020 | +5,201 | New Buy | 5,201 | $69.99 |
Ken Fisher's iShares ESG Aware MSCI USA ETF Investment FAQs
Ken Fisher first purchased iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2020, acquiring 5,201 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares ESG Aware MSCI USA ETF (ESGU) for 24 quarters since Q2 2020.
Ken Fisher's largest addition to iShares ESG Aware MSCI USA ETF (ESGU) was in Q3 2023, adding 83,444 shares worth $7.84 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 64,963 shares of iShares ESG Aware MSCI USA ETF (ESGU), valued at approximately $9.19 M.
As of the Q1 2026 filing, iShares ESG Aware MSCI USA ETF (ESGU) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares ESG Aware MSCI USA ETF (ESGU) was 96,415 shares, as reported at the end of Q2 2024.